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2019 本册著作权归贝恩公司与凯度消费者指数联合所有 1 概览GDP2019 5.7%； 18% 2019GDP6.0%27 20192.7% 6.9% 5.7%2018 201911.8% 2.3%1 7 106 26 1 80% 20192019 20194.9%2018 5.2% 2019 20184.6%3.7% 2 2 图1: 图2: 2017 0 Q1 15 Q4 2014 Q2 15Q3 15 Q4 15Q1 16 Q2 16Q3 16 Q4 16Q1 17 Q2 17Q3 17 Q4 17Q1 18 Q2 18Q3 18 Q4 18Q1 19 Q2 19Q3 19 5 10 15 20% 2017 100 201415 4.7% 1516 3.6 1617 4.7 1718 5.2 18 19 4.9 201415 0.7% 1516 0.4 1617 0.5 1718 0.5 18 19 1.1 201415 5.4% 1516 3.2 4.2 1718 4.6 18 19 3.7 1617 3 20192018 4.6%3.7% 2.3% 2.3% 2018 4.7% 3 20197.3%11% 4 4.7%7.8% 图3: 2017 100 1.1 3.4 4.7 2.3 5.7% 2.2 2.8 1.5 2.3 0% 2.2% 1.3 0.5 1.1 1.8 0.6% 0.6 0.2 0.3 0.1 2.2% 2.5 2.9 3.5 0.4 6.4% 1.6 2.6 1.8 2.5 201415 201516 201617 201718 2018 2019 4 图4: 201415 201516 201617 201718 2018 2019 2017 100 0.9% 2.0 0.5 3.5 3.6% 3.0 0.7 3.3 4.7 2.1 12.0% 7.3 7.8 9.8 7.3 0.3% 0.6 2.0 3.8 2.9 11.0% 9.5 10.1 4.0% 3.6 2.7 7.2 7.8 10.3 11.0 5 图5: 2017 MAT 12 (MAT Q3 2018Q3 19) 30% 28 28 23 19 19 19 18 18 14 2% 2 3 3 4 4 5 5 5 10 “双速”分化持续 2018 102019 9 12 5 30% 4% 28% 19% 6 6 进口热潮 11 1503000 ZendiumThe Good Stuff25 400IOPE 3D 1000 8 2019 18%10% 2 图6: 28% 2 0.4 29 19 7 23 0.3 11 7 13 5 10 7 6 11 8 9 8 5 7% 5 5 3 3 0.2 11 8 7 3 7 3 7 2 6 1 10 5 11 1 2017 MAT 12 (MAT Q3 2018Q3 19) 7 TOP 2019 18%10% 2 7 201930% 35% 2017Sesderma 1 2018KIKO Diego dalla Palma Milano RVB LAB 7 LVMH Fenty BeautyLVMH 图7: 18%30% 2017 201619 201619 2016 1370 17 1530 18 1710 2019 2019 2019 880 12% 16 17 18 18 2016 420 17 500 18 630 350 2016 950 17 1020 18 1080 530 22% 10% 35% 0% 7% 41 39 37 36 13 13 14 14 8 2018 7 2019 6 12 54% 35% 29% 22% 17% 9 8 56%35% 34% 9 图8: 2017 1.6 SKU 1.2 1.6 MA T 12 20 (MA T Q2 19) 50% 56 51 39 31 17 12 9 74 60 12 10 4 57 50 35 33 25 10 6 4 17 11 46 21 56 18 21 21 67 19 40 45 72 55 34 27 19 35 33 39 10 对品牌商的启示 2018 图9: 29 28 26 18 17 16 14 13 9 8 6 5 4 4 3 3 2 3 8 18 2017 MAT 12 20MA T Q2 17MAT Q2 19 11 4D 104D
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